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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 06/2021 | 06/2024 |
| Td Ameritrade | Southlake | TX | 01/2021 | 06/2021 |
| Dillard's Inc | Hurst | TX | 11/2020 | 01/2021 |
| University Of Texas At Dallas | Richardson | TX | 09/2017 | 01/2021 |
| Panda Restaurant Group | Euless | TX | 10/2016 | 09/2017 |
| Papa John's International | Bedford | TX | 10/2015 | 10/2016 |
| N/A | Bedford | TX | 08/2005 | 05/2021 |
| Charles Schwab Bank, Ssb | Westlake | TX | 12/2021 | 07/2024 |
| Charles Schwab & Co., Inc. | Westlake | TX | 12/2021 | 07/2024 |
| Fisher Investments | Plano | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-26 |
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